Hoare Worth & Co.
Hoare Worth & Co. describes its sale approach as confidential and off-market. It primarily acts for owners of closely controlled or family companies with annual turnover of £1M to £50M and also supports acquisitions, growth funding and investee-company activities.
What stands out about Hoare Worth & Co.
Hoare Worth & Co. publicly offers sale, acquisition and growth-financing support, including preparation for sale, buyer and seller profiling, acquisition searches, negotiations and business appraisals. Its stated client base is mainly UK-based and sector-flexible, with opportunity materials covering businesses and acquisition criteria across multiple size bands.[1][2][3][4][5][12]
What does Hoare Worth & Co. do?
Hoare Worth & Co. is an independent M&A team that primarily acts for owners of closely controlled or family companies with annual turnover of £1M to £50M. The firm states that it was established in 1985 by June Finnigan.
Its public positioning combines business sale and acquisition advice with financing for growth. Hoare Worth describes its approach as confidential and off-market, and says it works with an owner’s existing professional advisers.[1][2][3]
Hoare Worth publicly states that it assists clients with selling, buying and financing businesses for growth. Its listed activities include business appraisals, sale preparation, marketing, negotiation support, acquisition support, buyer and seller profiling, acquisition searches, and monitoring or mentoring investee companies.
The firm also states that its M&A work can support the process from preparation for sale through marketing and negotiations, while acquisition and funding support may cover business growth requirements.[3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Hoare Worth & Co.?
For an owner assessing an exit adviser, Hoare Worth publicly presents a confidential and off-market sale approach, works with existing professional advisers, and focuses primarily on closely controlled or family companies with annual turnover of £1M to £50M. Its public materials describe a multi-sector client base and include sale opportunities involving businesses with annual sales of £5M+ and £6M+.
An owner should confirm the proposed legal entity and advisory role, current buyer coverage, valuation methodology, confidentiality and conflicts procedures, and how the firm’s buyer-profiling and negotiation support would apply to the mandate. The What We Do page does not publish universal fee or engagement economics, so retainer, success fee, minimum fee, expenses, exclusivity, termination and tail provisions should be requested directly.[1][2][3][4]
What are the retainer, success fee, minimum fee, expense, exclusivity, termination and tail provisions
Which completed sale mandates can be disclosed, including buyer type, transaction date, valuation range and Hoare Worth's role
What size transactions and clients does Hoare Worth & Co. focus on?
Hoare Worth states that its UK-based clients operate within many different sectors. The firm’s public positioning therefore describes a multi-sector advisory practice rather than a mandate dedicated to one industry.[2]
Hoare Worth reported that Spread Intelligence, a London spread-execution and trading platform, was sold to AIM-listed FFastFill plc on 4 August 2011.
Hoare Worth reported that Sugru completed a £1M funding round on 18 July 2012 and stated that it was an early investor in the business.
For DynaRisk, Hoare Worth reported the successful completion of a second funding round on 15 July 2017 and the launch of a third funding round seeking £1M and eligible for EIS on 5 September 2017. It also stated that, as co-founders of The Shoreditch Partnership LLP, it was part of the DynaRisk team, and reported a cyber-risk software platform partnership involving DynaRisk, DAS UK Group and Geo Underwriting on 8 February 2018.[5][6][7][8][9]
Hoare Worth’s stated transaction work covers the sale and purchase of businesses, preparation for sale, buyer and seller profiling, acquisition searches, and financing for growth. Its public opportunity materials also include acquisition criteria for software, aerospace and engineering, and engineering and industrial businesses, with stated size parameters.
The firm has also reported selected funding and investee-company activities, including its stated involvement with Sugru and DynaRisk.[3][4][6][7][8][9]
What does Hoare Worth & Co. publicly disclose about fees, process and engagement terms?
The What We Do page describes Hoare Worth’s services but does not publish universal success-fee percentages, minimum fees, retainers, termination provisions or other standard engagement economics.
The official transaction page identifying the Spread Intelligence sale to FFastFill plc does not disclose transaction consideration, valuation, fee arrangements or the detailed scope of Hoare Worth’s mandate.
The official opportunities page states that its latest opportunities list is awaiting update and does not itself publish a current list of completed transactions.[3][5][12]
Companies House records HOARE WORTH & CO. LIMITED as an active private limited company, company number 02989214, incorporated on 11 November 1994, with a registered office at 32 St. James’s Street, London, England, SW1A 1HD. Hoare Worth’s official contact page identifies the same company and address.[10][11]
Hoare Worth describes its sale approach as confidential and off-market, with preparation for sale, buyer profiling, marketing and negotiation support among its stated activities. The firm also says it works with the owner’s existing professional advisers.
For acquisition work, it publicly describes buyer support, acquisition searches and acquisition support. The cited What We Do page does not publish universal engagement economics.[1][3]
Questions to ask before hiring Hoare Worth & Co.
Which legal entity would sign the engagement, and what specific advisory role would Hoare Worth & Co. perform?
What are the retainer, success fee, minimum fee, expense, exclusivity, termination and tail provisions?
Which completed sale mandates can be disclosed, including buyer type, transaction date, valuation range and Hoare Worth's role?
How are valuation and buyer suitability assessed during a proposed sale mandate?
What current UK, European and sector-specific buyer relationships would be relevant to the proposed mandate?
Would any proposed engagement involve fundraising, securities or introductions activity, and which entity would perform that work?
How would confidentiality, conflicts and information sharing with existing professional advisers be handled?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
- Structure / regulatory context
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.